17+ Sheet Examples & Templates in Excel

As a professional, you manage dozens of documents each day, one of which includes a sheet. These sheets are designed to cater the needs of company managers, employees, investors, and even external clients. Because of this, making a sheet should be done correctly to prevent complications.

Table of Contents:

To ensure the proper construction of such, in this article, we’ll be discussing all that you need to know about a sheet. You will also find some helpful templates, examples, and guidelines on how you can create a sheet.

Basic Elements of a Sheet

When creating your own sheet, make sure to take note of the following elements:

1. Heading: Also considered as the title of the document, this should clearly indicate what the sheet is for. This is often printed on the front and center of the page to draw attention and deliver a message. This is also written in bold letters for emphasis, sometimes accompanied by a subheading to further explain the purpose of the document. You may also include your company name, logo design, and contact details for reference.

2. Table: Given how a sheet summarizes data for a user’s convenience, using a table to record and organize information is highly advisable. The rows and columns of your table may capture the information inputted by a user, while also listing these items in a logical manner. If you’re using a computer-based sheet to collect data, then it would be a lot easier to manipulate such in a way that you need to.

3. Company Information: Oftentimes, people forget how important it is to include basic company information in a business document. This includes your name, business address, phone number, and email address, among others. In an employee record sheet, for example, this indicates that the individual introduced in the document is a legal member of the organization.

4. Business Facts: This may vary depending on the purpose of the sheet. A sheet may differ from function to function and company to company. The document can cover data concerning the accounting, human resources, sales, or marketing department of your organization. It’s important to remember that proven and verified facts are the core element of a sheet, so they must remain true and accurate for a successful analysis.

5. Statistics: While this may not be applicable for all types of sheets, in important business documents such as estimate sheets and fund fact sheets, statistical data is added to convey significant business dealings in a nutshell. This also helps in the analysis of a certain data set, which allows you to generate accurate results for your study.

Personal Budget Worksheet

Safety Training Sign In Sheet

How to Make a Sheet in Excel

Creating a sheet might not be the most exciting thing in the world, but it’s definitely a process you need to learn about in order to produce professionally made documents. That being said, find out how you can make a good business sheet in Microsoft Excel through the steps listed below:

1. Identify your objective: Begin by defining your purpose. What is the sheet for? Who will benefit from it? These questions will help you determine the content and structure of your sheet. Like if you’re preparing a sign-up sheet for a group of approximately one hundred people, for instance, the sheet should have enough space to store the estimated number of entries. You might even need to go beyond a single page just to cater the total number of participants present at the event.

2. Set up your sheet: Once you have established your objective with the sheet, it’s time to set everything up. Start by launching the program on your laptop or computer. Unless you have already downloaded a template for your sheet, you need to start from scratch with a blank Excel file. Once you have opened a new file, you can opt to save it in the correct filename beforehand. This will help you secure a copy of the sheet in case the application unexpectedly crashes or shuts down.

3. Add a heading: From the Insert or View tab of the program’s window, click the Header & Footer option to add your sheet title. This should indicate the exact purpose of the document in a few words. It’s best to position your heading at the middle of the page for people to notice. You can also add a subheading or a brief description right below it to explain the purpose of your sheet.

4. Label each column: Tables are divided into different rows and columns for you to efficiently collect data. And because people using your sheet would want to know what to input in each cell, labeling the columns of your table is a must. The labels of these columns would depend on the information you wish to gather. This includes the date of each entry, an event description, and a person’s signature. A note may also be added at the last column to record any comments or remarks from the signee. You may also see monthly sheet examples.

5. Apply the necessary adjustments: Perhaps there are a few other things that need to be added to your sheet to suit company requirements. This may include written information, statistical data, or even a few infographics. Make sure to review the entire document for any errors in terms of spelling and grammar along with the placement of items. All text elements must remain legible and readable from an expected distance as well.

Useful Tips for Creating an Effective Sheet

Sometimes when you’re given a paper to read or sign, you aren’t quite sure what to do with it. People find it difficult to respond the way you expect them to when you fail to make your purpose clear from the very beginning. So to make it easier for everyone involved, here are a few tips on how you can improve your sheet in the simplest way possible:

Highlight headings and labels: There are many ways to go about with this. You can color highlight the entire row of labels, use a bold text, increase the font size, or all of the above. Emphasizing these elements of your sheet will help keep them visible for people to notice. If you want to gather the right data for your cause, you need to make sure that the required information is provided in each field. You may also see bid sheet examples.

Use less text: While a sheet may serve a similar purpose to that of a simple report, they are usually less detailed compared to other business documents. Thus, limit your use of words by only including what’s necessary. You can easily avoid lengthy discussions by structuring the right sentences. Not only does this prevent ambiguity or confusion, but it also keeps your sheet short and coherent.

Maximize space wisely: Sheets are used to either capture data or deliver information to a receiving entity. However, a cluttered layout will only make it difficult for you to accomplish either of the two objectives. This is why it’s important to maximize the space available on your sheet wisely to maintain readability and to allow readers to supply what’s being asked from them. You may also see sign in sheet examples.

Maintain an organized layout: This is something that both you and your audience can benefit from. This will let people know exactly what they can contribute to your purpose, and make it easy for you to analyze the data given. Having an organized layout is essential in any professional document, as this aids in delivering the right information as well. So remove anything unnecessary, observe the proper alignment of items, and be sure to follow a logical sequence of elements.

Add references when necessary: Some business sheets may require data from a different source. When this happens, always remember to credit these sources on your sheet by listing them down in a special section of your document. Don’t worry about this consuming too much writing space, as references can always be printed in a smaller text size as long as they’re written in the right format. You can also use a separate page for such, especially if you have a lot to note down.

Sheet FAQs

What is a sheet?

A sheet is a written or digital document that supplies general information about a particular topic or issue. But unlike a business plan or a project report, a sheet only provides a mere summary of the topic at hand. Information is typically conveyed through tables or charts to help maintain a logical format. This is also done to present data in a less-detailed manner for quick and easy comprehension.

What is a spreadsheet in computer?

A spreadsheet is a sheet of paper carrying accounting information or other data in a series of rows and columns. Spreadsheets created in a computer application program also captures, displays, and manipulates this data to effectively serve an intended purpose. Since calculations and other functions are done automatically, computer spreadsheets are considered to be an efficient alternative to their manual counterpart. An example would be inventory spreadsheets.

What is the importance of a sheet?

A sheet may be used for a wide variety of functions. It is an important tool that investors, creditors, managers, and other stakeholders use to understand the internal and external health of an entity and to obtain an item or process a specific operation. Sheets are also used to record useful company information for future reference. It is an essential document that you can tailor and use for a personal or professional purpose.